SIMPLIFY EXCHANGE TRADED FUN

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PFIX·82889N855·US·ETF·Unknown - Unknown

PFIX (SIMPLIFY EXCHANGE TRADED FUN) is held by 21 institutional investors as of Q1 2026. Largest holders: Tidal Investments LLC ($11.2M), LPL Financial LLC ($7.4M), ENVESTNET ASSET MANAGEMENT INC ($5.1M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (21)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Tidal Investments LLC	New	241,598	$11.2M	0.0%	+8.22%	38
LPL Financial LLC	Increased	159,005(+227.7%)	$7.4M	0.0%	+5.26%	44
ENVESTNET ASSET MANAGEMENT INC	Increased	109,539(+998.0%)	$5.1M	0.0%	+7.74%	43
GOLDMAN SACHS GROUP INC	Increased	100,000(+1484.8%)	$4.6M	0.0%	+7.65%	43
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	69,722(-64.0%)	$3.2M	0.0%	+11.68%	0
Point72 Asset Management, L.P.	New	32,600	$1.5M	0.0%	+8.22%	35
HighTower Advisors, LLC	Increased	24,451(+5.7%)	$1.1M	0.0%	+0.37%	27
MML INVESTORS SERVICES, LLC	Decreased	11,202(-5.9%)	$517,848	0.0%	+0.48%	0
OSAIC HOLDINGS, INC.	Increased	10,221(+205.2%)	$472,583	0.0%	+6.50%	39
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	8,848(+0.7%)	$409,034	0.0%	+3.63%	24
BANK OF MONTREAL /CAN/	Increased	4,568(+335.9%)	$211,182	0.0%	+6.55%	37
Farther Finance Advisors, LLC	Increased	4,507(+654.9%)	$205,069	0.0%	+7.57%	37
MORGAN STANLEY	Increased	2,002(+666x)	$92,593	0.0%	+8.19%	24
Steward Partners Investment Advisory, LLC	Increased	1,682(+75.0%)	$77,759	0.0%	+19.42%	32
US BANCORP \DE\	Unchanged	545	$25,195	0.0%	+20.04%	0
Rockefeller Capital Management L.P.	New	446	$20,633	0.0%	+8.22%	29
SIMPLEX TRADING, LLC	New	289	$13,360	0.0%	+8.22%	27
ROYAL BANK OF CANADA	New	75	$3,000	0.0%	+8.22%	20
HRT FINANCIAL LP	New	18,172	$840	0.0%	+8.22%	15
WELLS FARGO & COMPANY/MN	Increased	17(+750.0%)	$776	0.0%	+8.34%	12

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer